+256.9%
PLD vs IBN
+383.7%
-126.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | 0.0% | +5.7% | -5.7% | -1.5% |
| 30D | -3.7% | +20.5% | -24.2% | -8.6% |
| 3M | -7.9% | +15.2% | -23.2% | -11.6% |
| 6M | -9.2% | +34.5% | -43.7% | -16.4% |
| YTD | +3.1% | +16.4% | -13.3% | -1.6% |
| 1Y | +6.2% | +13.5% | -7.3% | +2.1% |
| 3Y | +35.4% | +55.4% | -20.0% | +18.2% |
| 5Y | +0.1% | +73.1% | -73.0% | -15.5% |
| All | +256.9% | +383.7% | -126.9% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling